Business Liquidity Planning ? The $10 Trillion Opportunity

Description

The unspoken truth is that 100% of all privately owned companies eventually change hands. It is just a matter of how and when this happens. Studies have shown that 75% of all Baby Boomer companies representing $10 trillion of wealth will change hands over the next 10 years. Successfully running a privately held company requires a tremendous amount of time, energy and focus; which can make planning a challenge and leave one of the most important personal and professional outcomes to fate. To properly plan and position yourself and your company for an eventual exit, there are several key steps that can be taken to maximize value and keep you in control of the process. We will discuss those topics and more that will significantly increase the value of your business upon a liquidity transaction.

Presented by GBQ Consulting:

Craig Hickey | Senior Manager, Valuation Services | CFA
Kaz Unalan | Director, Tax & Business Advisory Services | CPA, CEPA

1 hour CPE | 1 hour CLE

Target Audience: Attorneys, Business Owners, Business Advisors, CPAs, Financial Advisors